v160 - March 16, 2026 Update

Release 160 introduces requested updates that streamline workflows and improve patient information management. Updates include:

Gift card transfers between patients have been simplified, replacing the previous checkout-based method
Patients can now add an alternative phone number on their Health Information Form
Photo Consent status has been added to the Patient Summary page
Quote Templates can be updated to list procedures in desired order rather than sorted by price

Insurance workflows have also been enhanced with an optional setting to hold claims for review before syncing to OpenPM, along with a new visual indicator that alerts staff when patient-entered insurance information has not yet been synced.

A complete list of new features, improvements, and bug fixes is provided below. If you have any questions, please contact the 4D EMR Support Team at support@4d-emr.com or by calling 844-878-2434.

If you have a suggestion of a new feature or improvement you would like to see added to 4D EMR, you can submit it via our Feature UpVote board found at https://4demr-requests.featureupvote.com/. With our Feature UpVote board, you can submit new suggestions, vote on those submitted by other practices, and track the status of existing suggestions.

Thank you all for being our partners!
Regards,
Rhyesa

Release Highlights

Simplified Process to Transfer Gift Cards

The process to transfer a gift card between patients has been simplified in Release 160. Gift Cards can be transferred by going to the Gift Cards tab of Money, clicking on the gift card, and selecting the recipient patient.

The previous method of transferring cards using the "Apply Gift Card" option in the Payment Method list during check-out has been removed.

Alternative Phone Number for Patients

Patients can now enter an alternative phone number while filling out the Health Information Form. The alternative phone number can also be set and edited from the patient's profile.

Insurance Improvements

Holding Claims For Review

A new setting has been added to hold claims for review before syncing to OpenPM. This setting will be disabled by default, preventing any change to existing workflows. Before enabling this setting, please contact 4D EMR support for more information.

Once enabled, claims will not be sent to OpenPm automatically when created. Instead, encounters will be held in Practice > Billing > Encounters for review. Filtering options for sync status, claim lines, date ranges, and patients can be used to quickly find any encounters that need attention.

Opening an encounter will provide the opportunity to add or modify charge information. The claim is synced to OpenPM by clicking the "Save and Send to Insurance" button.

Visual Indicator of Insurance Sync Status

Insurance information entered by patients through the TEPE portal is not automatically synced to OpenPM and will require review by staff during patient check-in.

A new warning icon will display on Patients > Financial > Insurance if the patient's insurance information has not been synced to OpenPM. The insurance information can be synced to OpenPM by clicking on it to open it, reviewing all entered information for correctness, then clicking 'Save.'

Complete List of Version Changes

Improvements and New Features

S4M-8032 [Money] Transfer Gift Cards from Money > Gift Cards
S4M-8135 [Patients] Add Photo consent indication to patient summary page
S4M-8163 [Patients] When adding a new patient check for reversed first/last names of existing patients
S4M-8188 [Patients] Add alternate phone number input on patient profile and TEPE
S4M-8089 [Quotes] Hide discount column on Quotes when there are no discounts included
S4M-8094 [Quotes] Add option to have quote procedure items listed as entered rather than sorted by price

Insurance billing

S4M-8168 Add option to hold claims for editing prior to syncing to OpenPM
S4M-8169 Add filtering based on Sync Status to the encounter list
S4M-8170 Visual indicator of sync status on Financial > Insurance
S4M-8189 Automatically check the insurance box when adding CPT codes or CPT Favorite to invoices

Bug Fixes

S4M-8056 [Reports] Invoice document should not have first page blank
S4M-8230 [Reports] Errors in summary of Quote Pipeline Report
S4M-8231 [Schedule] Unable to delete individual instances of recurring scheduler templates